See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,339 | $73,867-40.0% | $143,757-69.2% | $68,494-35.3% |
| Participation rate | 23.1% | 66.7%-43.6pp | 80.3%-57.2pp | 67.9%-44.8pp |
| Annual return | -21.88% | 1.01%-22.9pp | -0.04%-21.8pp | -7.84%-14.0pp |
| Employer contribution / active EE | $612 | $3,184-80.8% | $4,951-87.6% | $2,596-76.4% |
| Participant deferral / active EE | $738 | $3,384-78.2% | $5,637-86.9% | $4,027-81.7% |
| Admin fee / account holder | $1,012 | $5,755-82.4% | $14,673-93.1% | $5,403-81.3% |